See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,605 | $81,460-28.1% | $103,333-43.3% | $80,856-27.5% |
| Participation rate | 68.5% | 66.8%+1.7pp | 74.5%-6.0pp | 67.6%+0.9pp |
| Annual return | 11.15% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,421 | $3,105-22.0% | $3,868-37.4% | $2,755-12.1% |
| Participant deferral / active EE | $5,127 | $3,869+32.5% | $5,057+1.4% | $4,296+19.4% |
| Admin fee / account holder | $26,315 | $6,566+300.7% | $8,355+215.0% | $6,918+280.4% |